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James 2026-02-21 00:01:28 -05:00
parent 2ec4514eea
commit 2ed76ef0f2
5 changed files with 230 additions and 58 deletions
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10
data/briefings.json
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@ -526,6 +526,16 @@
"tasks": "Monitor S (SentinelOne) short — stock ~$13-14, earnings on 3/11/26. Analyst avg target $21.72. Still in short territory. Claude weekly usage at 85% (resets tomorrow ~2PM ET).",
"summary": "Big AI day: Google drops Gemini 3.1 Pro with massive ARC-AGI-2 jump. Oil spiking on US-Iran tensions — Trump signaling possible strikes. OpenAI closing $100B round. Markets risk-off Thursday. Gold consolidating near $5k. SentinelOne short position: no near-term catalyst yet, earnings March 11.",
"created_at": "2026-02-20T10:01:25.170527447-05:00"
},
{
"id": "58293623",
"date": "2026-02-20",
"title": "Evening Briefing — Friday Feb 20, 2026",
"weather": "St. Pete, FL — Night shift begins.",
"news": "1. TRUMP TARIFFS: Supreme Court ruled 6-3 that IEEPA does not authorize presidential tariffs. Trump responded within hours by signing a NEW 10% global tariff under Section 122 of the 1974 Trade Act — valid for 150 days, requires Congress after. Active trade war continues via different legal route.\n2. MARKETS: S\u0026P +0.69% → 6,909 | NASDAQ +0.90% → 22,886 | Dow +0.47% → 49,626. Cybersecurity wreck: CRWD -8%, OKTA -9.2%, ZS -5.5%, AKAM -13.5%.\n3. ANTHROPIC: Claude Code Security launched (limited preview). Scans codebases with reasoning-based vuln detection — not rule-based. Free for OSS maintainers, otherwise Enterprise/Team.\n4. SENTINELONE (S): +4.54% today. Your short is underwater on the day. Daventry Group fully dumped their .5M position after 45% slide — institutional exit accelerating.\n5. N-ABLE (NABL): Q4 2025 above guidance. 2026 ARR guide 81-586M (+8-9%). Adjusted EBITDA 67-171M (30-31% margin). Solid print.\n6. AI INDIA SUMMIT: Day 5 in Delhi. Sam Altman and Dario Amodei both present, visibly avoided holding hands (awkward CEO energy).\n7. DUTCH: New D66-led minority coalition nearly finalized — 15 men, 13 women, 7 D66 ministers. Wilders/PVV shut out after October election tie (26 seats each, 7 PVV MPs since defected). Chess legend Jan Timman (NL) died at 74.",
"tasks": "OPEN: [HIGH] Azure Files Backup — feature complete, needs end-to-end test with real Azure. [MEDIUM] Cloudflare DNSSEC: 3 domains stuck (zavtra.nl, busel.nl, muskepo.nl) — DS records need removing at registrar.",
"summary": "BOMBSHELL EVENING: Supreme Court struck down Trump's tariffs 6-3 → he immediately signed a NEW 10% global tariff under Section 122 (150-day clock). Markets closed green before news hit; futures may bleed tonight. Anthropic dropped Claude Code Security — a vulnerability-hunting AI that torched cybersecurity stocks (CrowdStrike -8%, Okta -9.2%, Akamai -13.5%). SentinelOne (S) bucked the trend, up 4.54% — bad for your short. NABL beat 2025 and guided 8–9% ARR growth for 2026. Dutch new government finalizing (D66-led minority coalition, Wilders shut out).",
"created_at": "2026-02-20T20:02:21.521397363-05:00"
}
]
}

150
data/claude-usage-history.json
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@ -4013,5 +4013,155 @@
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"timestamp": "2026-02-21T02:59:23.458582Z",
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"timestamp": "2026-02-21T03:00:01.584498Z",
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"timestamp": "2026-02-21T04:59:35.413650Z",
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"timestamp": "2026-02-21T05:00:01.804802Z",
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12
data/deliveries.json
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@ -215,6 +215,18 @@
"notes": "Signature required, arriving by 9:00 PM Saturday",
"created_at": "2026-02-20T12:30:47.74609169-05:00",
"updated_at": "2026-02-20T12:30:47.74609173-05:00"
},
{
"id": "ee434221",
"carrier": "Amazon Logistics",
"retailer": "Amazon",
"description": "Castillo de Canena Picual Olive Oil from Spain (17oz/500ml)",
"tracking_number": "113-6649270-0969808",
"expected_date": "2026-02-22",
"status": "shipped",
"notes": "Order #113-6649270-0969808, $34.99",
"created_at": "2026-02-20T20:00:12.500004317-05:00",
"updated_at": "2026-02-20T20:00:12.500004562-05:00"
}
]
}

108
data/news.json
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@ -1,74 +1,74 @@
{
"items": [
{
"id": "f67e6110",
"title": "Contradictory Reports: US Evacuating Troops from Qatar/Bahrain Bases",
"body": "Amid Iran tensions? ZeroHedge reports.",
"type": "warning",
"source": "ZeroHedge",
"url": "https://x.com/zerohedge/status/2024982426766753815",
"topic": "markets",
"timestamp": "2026-02-20T18:00:27.553687046-05:00"
},
{
"id": "90e7f3a1",
"title": "Kevin OLeary: Reciprocal Tariffs Fine for VAT/Trade Balance",
"body": "10% tariff mirrors foreign VAT; nothing wrong.",
"id": "58b18058",
"title": "FDA Drops Requirement for 2 Studies in New Drug Approvals",
"body": "FDA to require fewer studies for faster new drug approvals.",
"type": "info",
"source": "Fox Business",
"url": "https://x.com/EricLDaugh/status/2024967004277334484",
"topic": "markets",
"timestamp": "2026-02-20T18:00:27.539230745-05:00"
},
{
"id": "23021824",
"title": "Governors Newsom \u0026amp; Pritzker Demand Trump Tariff Refunds $1700/Family",
"body": "IL $8.6B total, CA joins; SCOTUS illegal tariffs tax on consumers.",
"type": "info",
"source": "OccupyDemocrats / GovPressOffice",
"url": "https://x.com/OccupyDemocrats/status/2024964869020422317",
"source": "FDA",
"url": "https://x.com/zerohedge/status/2025013883757314069",
"topic": "news",
"timestamp": "2026-02-20T18:00:27.524110358-05:00"
"timestamp": "2026-02-20T22:00:58.976411637-05:00"
},
{
"id": "236fa4b6",
"title": "N-able ($NABL) Earnings Out: Stock +1.1% Post-Market",
"body": "Details incoming; closes 52wk low earlier amid PT cuts.",
"id": "d37c04c5",
"title": "US Open to Iran Token Nuclear Enrichment",
"body": "Senior US official says prepared to allow limited enrichment if no bomb path possible.",
"type": "info",
"source": "MomentumTrader",
"url": "https://x.com/_MomentumTrader/status/2024949840308760774",
"topic": "nabl",
"timestamp": "2026-02-20T18:00:27.508939639-05:00"
"source": "US Official",
"url": "https://x.com/zerohedge/status/2025026682906685597",
"topic": "news",
"timestamp": "2026-02-20T22:00:58.961509923-05:00"
},
{
"id": "a6fd7b2c",
"title": "Amazon AI Tools Cause 2 AWS Outages, Incl 13-Hour Dec Disruption",
"body": "Kiro AI deleted/recreated env causing outage; FT reports.",
"type": "warning",
"source": "unusual_whales / FT",
"url": "https://x.com/unusual_whales/status/2024960850793054322",
"id": "724c4e15",
"title": "OpenAI Targets 80B Revenue by 2030",
"body": "CNBC reports OpenAI aiming for massive revenue growth, equivalent to heavy ad monetization.",
"type": "info",
"source": "OpenAI",
"url": "https://x.com/zerohedge/status/2024982972894490860",
"topic": "ai",
"timestamp": "2026-02-20T18:00:27.493813092-05:00"
"timestamp": "2026-02-20T22:00:58.93301032-05:00"
},
{
"id": "3d64ec0e",
"title": "OpenAI Flagged Canadian Trans Shooter for Violence Writings But No Report",
"body": "ChatGPT interactions on gun violence debated internally; leaders decided against alerting LE.",
"type": "warning",
"source": "WSJ",
"url": "https://x.com/WSJTech/status/2024960405915787751",
"id": "9a3b3a0f",
"title": "Anthropic Launches Claude Code Security",
"body": "New AI tool for code security launched, impacting cybersecurity stocks amid high X engagement.",
"type": "info",
"source": "Anthropic",
"url": "https://x.com/i/trending/2024911717789007997",
"topic": "ai",
"timestamp": "2026-02-20T18:00:27.478889887-05:00"
"timestamp": "2026-02-20T22:00:58.919290644-05:00"
},
{
"id": "54e89c2e",
"title": "Phil Spencer Retires as Xbox Head; AI Exec Asha Sharma Takes Over",
"body": "Microsoft Gaming CEO Spencer out, replaced by Windows Copilot AI lead with no gaming experience.",
"id": "e08f813d",
"title": "Gold to Outperform Bitcoin for Years",
"body": "Analyst Willy Woo predicts gold outperforming BTC long-term due to quantum cloud risks.",
"type": "info",
"source": "Willy Woo",
"url": "https://www.bitget.com/news/detail/12560605210296",
"topic": "markets",
"timestamp": "2026-02-20T22:00:58.905035082-05:00"
},
{
"id": "c8772d1e",
"title": "Gamma Plunges Post-Options Expiration",
"body": "Zerohedge reports sharp gamma drop after opex amid thin liquidity and over-hedged positioning.",
"type": "info",
"source": "@zerohedge",
"url": "https://x.com/zerohedge/status/2024984304283980102",
"topic": "markets",
"timestamp": "2026-02-20T22:00:58.891358651-05:00"
},
{
"id": "b613fa95",
"title": "Trump Imposes 10% Global Tariffs After SCOTUS Ruling",
"body": "Supreme Court struck down sweeping emergency tariffs; Trump signed 10% tariff on all countries from Oval Office, vowing more revenue.",
"type": "warning",
"source": "Pirat_Nation",
"url": "https://x.com/Pirat_Nation/status/2024970721588383763",
"topic": "ai",
"timestamp": "2026-02-20T18:00:27.464317235-05:00"
"source": "President Trump",
"url": "https://www.reuters.com/legal/government/us-supreme-court-rejects-trumps-global-tariffs-2026-02-20/",
"topic": "markets",
"timestamp": "2026-02-20T22:00:58.877041374-05:00"
}
]
}

8
data/status.json
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@ -2,9 +2,9 @@
"items": {
"claude": {
"key": "claude",
"value": "88% used · 6:00 PM",
"value": "91% used · 12:00 AM",
"type": "error",
"updated_at": "2026-02-20T18:00:02.252930456-05:00"
"updated_at": "2026-02-21T00:00:01.864180037-05:00"
},
"claude-code-update": {
"key": "claude-code-update",
@ -14,9 +14,9 @@
},
"claude-usage": {
"key": "claude-usage",
"value": "📊 Weekly: 87% used",
"value": "📊 Weekly: 90% used",
"type": "error",
"updated_at": "2026-02-20T17:02:08.167734389-05:00"
"updated_at": "2026-02-20T23:02:10.060349245-05:00"
},
"claude_usage": {
"key": "claude_usage",